How to check upcoming tranactions by account

[Cory Helfrich]

Hello,

One suggestion from my previous use of Quicken (shudder). You could create the scheduled transaction with "Est." in the "Num" field and delete this once you have received the bill and updated the transfer amounts.

Best regards,
Cory
 
Cory Helfrich
coryhelfrich at yahoo.ca

----- Original Message ----
From: Richard Ullger <rullger at ntlworld.com>
To: gnucash-user at gnucash.org
Sent: Wednesday, January 2, 2008 2:13:08 AM
Subject: Re: How to check upcoming tranactions by account

Russell,

I've adopted the procedure I was using in Quicken. I've set up a 
template scheduled transaction which gets inserted into the account 
automatically. This includes such things as line rental, broadband and 
digital tv which are fixed costs. When I get the bill I edit the 
transaction to include the call charges as an additional split item.

Richard.


Russell Gadd wrote:
> I hadn't thought of creating them in advance - yes this seems to be
 the 
> solution - thanks to Josh and Richard for the ideas.
> 
> I guess the only issue then is that I need to decide how to tell if a
 
> future transaction is entered as actual or an estimate. For example
 some 
> bills like a fixed monthly fee are known exactly in advance, but some
 
> things like telephone bills are only estimates depending on usage 
> charges. Any ideas on that?
> 
> Russell
> 
> On 01/01/2008, *Josh Sled* <jsled at asynchronous.org 
> <mailto:jsled at asynchronous.org>> wrote:
> 
>     Richard Ullger <rullger at ntlworld.com
 <mailto:rullger at ntlworld.com>>
>     writes:
>      > You can get scheduled transactions to be automatically entered
>     into an
>      > account a number of days ahead of the transaction date.
 Gnucash
>     draws a
>      > bold blue horizontal line above any future transactions. You
 can then
>      > see any upcoming transactions in each account. Present and
 future
>      > balances are also displayed in the account's balances line.
 You
>     can also
>      > get Gnucash to warn you of these transactions when it inserts
>     them into
>      > the account.
>      >
>      > Go to Actions->Scheduled Transactions->Scheduled Transaction
 Editor.
>      > Select a scheduled transaction and click the Edit button. On
 the
>      > Overview tab use the settings in the Options section.
>      >
>      > If you're creating a new scheduled transaction you need to
 click
>     on the
>      > Advanced button to access these options. You can also set the
>     defaults
>      > in Edit->Preferences on the Scheduled Transactions tab.
> 
>     This is roughly the form of the answer, at present, yes.
> 
>     Note that this causes the transactions to actually be created
 into the
>     future.  They're not "temporary" or "provisional" or "forecast"
 or
>     anything …
>     just post-dated.
> 
>     While – internally – the created transactions are associated
 with the
>     Scheduled Transaction (SX) they're created from, nothing is done
>     with that
>     linkage … like, say, removing the future-created transactions
 when the
>     parameters of the SX change in the editor.
> 
>     There is no report which would do this, though changes in the SX
>     internals in
>     2.2 would make it much easier to write such a thing.
> 
>     (All this should really be a FAQ; it'd be great if someone could
>     move it into
>     <http://wiki.gnucash.org/wiki/FAQ>.)
>     --
>     ...jsled
>     http://asynchronous.org/ - a=jsled; b= asynchronous.org
>     <http://asynchronous.org>; echo ${a}@${b}
> 
> 
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